Excel Reporting for Industry SyTech Inc.

1
Excel Reporting for IndustrySyTech Inc.
January, 2011
2
Who is SyTech?

• SyTech, Inc., headquartered in Massachusetts USA,
  has been producing reporting products for over 15
  years
• Provide reporting solutions to all industries
• Pharmaceutical, Water
• Automobile, Oil and Gas
• Sales, Financial
• Report from diverse data sources
• Real-time Servers
• Data logs
• Historians
• Alarms
• Relational Databases
• Analytical Servers
• Specialize in Automated and Interactive Excel
  reporting

3
Product History

• 1994 - Released Report Manager
• 2000 - Released XLReporter
• Excel Reporting for Industry
• 2002 XLReporter V6.0 Professional
• Web reporting, PDF, viewing and emailing
• 2006 - XLReporter V7.0
• Advanced database and historian support
• 2007 - XLReporter V8.0
• Vista, Excel 2007. Data management
• 2010 XLReporter V9.0 Team
• Windows 7. Excel 2010. and share across the Team

4
XLReporter Editions

• Standard edition
• Design templates in Microsoft Excel
• No programming
• Integrated interface to data sources
• Advanced presentation beyond Excel
• Report automatically
• Excel not running in background
• On time and events
• Manage books/sheets and data
• Versatile naming convention
• Date, time, text or combination
• Custom
• Publish
• Excel reports
• Web pages

www.TheReportCompany.com
5
XLReporter Editions

• Suite edition - Standard with
• Interactive reporting from local station
• Web site management
• Secure viewing of Excel reports
• Export to XML and process tags
• Professional edition - Suite with
• Publishing and secure viewing in PDF
• Automatic emailing
• Relational Database interface
• Team edition - Professional with
• User security management
• Interactive reporting from client stations
• Report viewing, editing and sharing across the
  network
• Installation from a web browser, no Excel license

www.TheReportCompany.com
6
Requirements

• Operation Systems
• Windows XP and above
• Windows Server 2000 and above
• Microsoft Excel
• Excel 2003 and above
• Team Edition
• .NET 2.0 and higher
• Internet Information Services (IIS)

7
Customer Benefits

• Immediate Return on Investment
• Add to existing installations, no additional
  hardware
• Get information to the right person at the right
  time
• Minimal Learning Curve
• Automate reporting in hours not days
• Custom design templates in a familiar environment
• Reliable
• Reports produced in the background
• No Excel running constantly or visible
• Scalable
• Upgrade Product Editions at differential prices
• All drivers included
• Affordable from 995
• Backed by experienced technical people

www.TheReportCompany.com
8
Data Sources

• OPC real time
• HMI, SCADA real time
• Snapshot reports
• Summary reports
• Event reports
• OPC HDA
• Classic and Advanced Historians
• Historical reports
• Interactive reports
• Relational Databases
• Batch reports
• Alarm summary reports
• Analytic Server
• Usage reports
• Statistical reports

www.TheReportCompany.com
9
Data Sources-Siemens SIMATIC

• WinCC/PCS 7, OPC live values
• Snapshot reports
• Summary reports
• Event reports
• WinCC Historian
• PCS 7 Historian
• OPC HDA
• Historical reports
• Interactive reports
• WinCC/PCS 7 Alarm Archives
• Relational Database
• Batch reports
• Analytic Server
• Usage reports
• Statistical reports

www.TheReportCompany.com
10
Data Sources-Rockwell Software

• RSLinx, RSView32, OPC real time
• Snapshot reports
• Summary reports
• Event reports
• FTHistorian Classic FTHistorian SE
• RSView32, FTView SE history logs
• OPC HDA
• Historical reports
• Interactive reports
• RSView32, FTView SE alarm logs
• Relational Database
• Batch reports
• Analytic Server
• Usage reports
• Statistical reports

www.TheReportCompany.com
11
Data Sources GE Intelligent Platforms

• iFIX, OPC
• Snapshot reports
• Summary reports
• Event reports
• Proficy Historian
• iFIX history (h24), OPC HDA
• Historical reports
• Interactive reports
• Relational Database
• Batch reports
• Alarm reports
• Analytic Server
• Usage reports
• Statistical reports

www.TheReportCompany.com
12
Data Sources-Wonderware

• InTouch, OPC
• Snapshot reports
• Summary reports
• Event reports
• Wonderware Historian
• InTouch history, OPC HDA
• Historical reports
• Interactive reports
• Alarm reports
• Relational Database
• Batch reports
• Analytic Server
• Usage reports
• Statistical reports

www.TheReportCompany.com
13
Template Design
Design Studio right in Excel
Use all the features of Excel e.g., charts
Tag Browser to pick data sources
www.TheReportCompany.com
14
Automatic Reports Overview

• Reports produced in the background
• No Excel running constantly or visible
• Schedule from Desktop, Windows service
• Periodically
• On events
• Publish
• Web pages, PDF
• Email, FTP
• File server, printer

www.TheReportCompany.com
15
Automatic Reports Features
Books created automatically
Charts modified to reflect content
Content added on time or events
Sheets created automatically
www.TheReportCompany.com
16
Automatic Drill Down
Excel Template

Excel collection of formulas/charts
collection inserted and configured
repeatedly
www.TheReportCompany.com
17
Automatic Collation
Process values from a Historian

Alarms from a database
disparate data collated on time
www.TheReportCompany.com
18
Interactive Reports Overview

• Perform Interactive Reports
• From the station where the product is installed
• From any station across the network (Team
  client)
• Template parameters
• Determined during template design
• Input devices provided e.g., tag browser
• Edit and share on the Team server
• Team clients
• Capability limited by authentication
• Excel not required
• Installed remotely from a web browser

www.TheReportCompany.com
19
Interactive Form Design
Form Designer right in Excel
Configure runtime settings e.g., dates
Select input methods for users
www.TheReportCompany.com
20
Interactive Charts
data sheet
chart sheet
www.TheReportCompany.com
21
Interactive Analysis
pareto charts
production statistics
www.TheReportCompany.com
22
Interactive Discrete Reports

batch metrics
discrete reports
www.TheReportCompany.com
23
Interactive Viewer
view reports locally
view reports on server
www.TheReportCompany.com
24
Application Examples

• Water Treatment
• West Bridgewater Treatment Facility produce
  drinking water for the Town of Bridgewater, MA
• Daily, Monthly and Yearly Flow and Chemical
  additions reports. Monthly turbidity report to
  the Massachusetts state department
• HVAC
• Entergy Thermal Facility in New Orleans, LA,
  produce cooled water for air conditioning systems
  in downtown New Orleans
• Daily and monthly utilization reports used for
  billing
• Pharmaceutical
• Hull Company produce systems in the
  pharmaceutical industry
• Trend and alarm batch reports. Reports converted
  to PDF for security
• Manufacturing
• Swarowski Crystal in Providence, RI produce
  quality crystal products
• Shift and daily production reports

25
Installations Worldwide

• From
• 3M Company, Abbott Labs, Advanced Control
  Service, Air Liquide America, Alco Engineering,
  Honeywell, Allan Engineering, Conoco Petroleum,
  Aluminum Company of America, Amgen, Ampacet,
  Anadarko, Anheuser Busch, Armstrong World
  Industries, Arrow Lock, Austgen Electric,
  Automatic Control Services, Babcock Textile
  Machinery, Baltimore Gas Electric,
• To
• Trinity River Water Authority, Troy Belting and
  Supply Incorporated, Union Carbide Corporation,
  United Technologies Corporation, Van Ert Electric
  Company Incorporated, Velcro USA, Vermont Gas,
  Vermont Yankee, Lockheed Martin, Village of
  Streamwood, Visibility Systems Incorporated,
  Vision Engineering, VortX United Incorporated,
  IBM, W.R. Grace Company, Water Treatment Plant
  Clunt-Claremont, Waterville Valley Ski Area, West
  Texas Utilities, Westinghouse, Woodland Biomass
  Power, Texas Instruments, Wyman-Gordon Forgings
  Incorporated, YH America Incorporated, Yunnan
  Phosphate Fertilizer Factory, Z Technologies
  Industrial Automation LLC, Zinc Corporation of
  America

www.TheReportCompany.com
26
Partnerships
Emerson Process Management DeltaV ProPlus and
Application.
ELUTIONS ControlMaestro
Eurotherm Controls Eurotherm Recorders
Mitsubishi (Melsoft) MX32, MX2000.
SIEMENS Process Automation SIMATIC WinCC and Open
PCS 7
FIX, iFIX, ProficyCIMPLICITY
Rockwell Encompass Partner RSLinx , RSView,
RSSql
OPC Member OPC, OPC-HDA
Wonderware InTouch, Historian (InSQL)
27
Awards and Testimonials

• Winner of the Control Engineering Editors
  Choice Award.

The automation interface provided by SyTech
enables Excel to be used in more niche markets
that require automated and unattended operation.
This is an example of how Microsoft Office
applications can solve critical business
problems for our customers and deliver great
benefits to creative partners like
SyTech. Microsoft Corp.
28
Information and Download

• Web www.SyTech.com
  www.TheReportCompany.com
• Email sales_at_SyTech.com
• Tel [phone] (9XLR)